Feature requests

Add costs to our lead sources. The ability to calculate source costs based on spend over a certain period. The ability to "assign" source costs if we know how much each lead costs (usually the case with a lead provider)

Show the averages as a filter under each column

The ability to add KPIs for each column so that we can track against our own metrics

Show the % of leads that have been converted between each individual pipeline stage

Add a report that lets you track sales reps and determine cost per sale, profit, ROI, etc. The lead source of the salesreps should be combined from all of the combined leads that they are working, and ROI should be calculated based on how much is being spent on each salesrep.

Add a report that lets you track lead sources and determine cost per sale, profit, ROI, etc.

Of course we would do this! Who doesn't like pretty designs? More on this coming soon! 🌟

Be able to click each field in the initial column so we can see what contacts are associated with those fields (a salesrep, source, and their filters). This will let us more easily do sales management with our team. We have to assess the viability of this and determine if it's possible.

Find a way to handle recurring billing data when a lead's value is recurring

A report that lets us see total sales, total profit, MRR, etc.

Should be able to add internal costs (employee costs, rent costs, etc.) and show a dashboard of the entire business account.

Work on integrations with accounting softwares like Quickbooks/Xero and Stripe

Integration with Facebook and Google Ads

The ability to use Sales Data Dashboard with other CRMs like ActiveCampaign, Pipedrive, Close.io, Keap, etc.

Allow people to get an ongoing affiliate commission when they recommend Sales Data Dashboard to other people